Principles of Preserving Wealth Seminar
Date and Time
Tuesday May 7, 2024
5:30 PM - 7:00 PM PDT
Location
Zephyr Grill & Bar
1736 First Street
Livermore, CA 94550
Description
The Principles of Preserving Wealth
Hosted by Ernest Collins
Financial Advisor, Cetera Investment Services
Vice President, UNCLE Credit Union
Insurance License: 0J14325
Join us for an UNCLE Wealth Management seminar focusing on the Principles of Preserving Wealth.
When: Tuesday, May 7th at 5:30 PM
Where: Zephyr Grill & Bar, Livermore
At this seminar, we will discuss effective estate management strategies to protect your assets for future generations, as well as the significance of your family's financial stability and wealth transfer options.
Space is limited! Reserve your spot today.